Receptionist

Role and Responsibilities

The Receptionist role at BDFS is best suited for an individual who has a welcoming disposition and can stay organized under busy circumstances. This position will report to the Director of Operations but will be assigned various tasks by our Financial Advisors and our Account Representative team. The Receptionist will predominantly handle all incoming calls and scheduling while also handling the following responsibilities:

· Greeting clients at front desk

· Document scanning and filing

· Outgoing and incoming mail

· Database upkeep

· Keeping the office orderly (i.e. wiping conference room table, washing a client’s coffee cup…)

· Occasional assistance with various projects

· Assisting advisors with administrative tasks

An ideal applicant for BDFS is someone who:

· Can handle the pressure of constant interruption

· Has a dependable work ethic

· Identifies problems but brings well thought out solutions

· Chooses to be positive and values a friendly work culture

· Is meticulous with detail (for their own work and others’)

· Chooses to overcommunicate

· Plans ahead and can prioritize work in a timely fashion

Qualifications and Education Requirements

Experience working in an office setting is preferred. Minimum education required is a high school diploma. Applicant must be willing and able to pass a background check and drug screening and have a reliable mode of transportation to and from the office.

Necessary Skills

· Naturally organized

· Sees the value in quality communication

· Has a strong attention to detail

· Has scheduling experience

· Be able to manage time independently

· A basic understanding of email, CRM use, and Microsoft Word/Excel

· Ability to read and comprehend instructions, short correspondence, and memos.

· Ability to write professionally

· Ability to effectively present information and respond to questions from clients, associates, and company leadership.

· Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form

· Ability to define problems, collect data, establish facts, and draw valid conclusions

· Strong decision-making skills

· Professional appearance

Additional Notes

For anyone considering a career as a Financial Advisor, this role can be used as a great stepping stone in that direction and our Financial Advisors make great mentors!

Some of our top benefits include paid time off, paid holidays, 401k with match and discretionary profit share, family friendly office environment, company wide quarterly goals with reward structure, semiannual career path focused performance review, company paid insurance (inc. short term disability, long term disability, hospital indemnity, basic life), casual Fridays, and early dismissal on Fridays year-round.

This is an in-office position and the candidate will not have the flexibility to work from home.

If you would like to be considered for an interview, please email me at jennifer@bdfsmail.com.

Job Type: Full-time

Pay: $16.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Parental leave
• Professional development assistance

Schedule:

• Day shift
• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $16